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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,508 | $127,790-90.2% | $106,554-88.3% | $167,553-92.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 5.48% | 33.88%-28.4pp | 26.80%-21.3pp | 478.89%-473.4pp |
| Employer contribution / active EE | $2,271 | $3,427-33.7% | $2,819-19.5% | $4,840-53.1% |
| Participant deferral / active EE | $4,030 | $5,088-20.8% | $4,398-8.4% | $6,343-36.5% |
| Admin fee / account holder | $416 | $11,231-96.3% | $7,408-94.4% | $12,316-96.6% |